Quote on Morning Market Views 15th September 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited

Below the Quote on Morning Market Views 15th September 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
"There are indications of India’s underperformance this year getting corrected. The 8-day winning streak of Nifty has the potential to continue supported by fundamental and technical factors. Fundamentally, earnings are set to improve moderately from Q3 FY26 onwards and accelerating in FY27 with earnings growth above 15%. Technical support to the rally can come from covering of the shorts which continue to be significant.
Investors should focus on sectors which have the potential to lead earnings growth. Automobiles, white goods, healthcare, cement and hotels will be the beneficiaries of earnings revival. Capital goods, telecom, consumer discretionary like jewellery and digital stocks too are on strong wicket. However, investors should avoid chasing overvalued stocks, particularly in the small cap segment."
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